Hegarty Advisors, LLC Top Holdings and 13F Report (2026) About Hegarty Advisors, LLCInvestment ActivityHegarty Advisors, LLC has $161.80 million in total holdings as of September 30, 2026.Hegarty Advisors, LLC owns shares of 65 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 11.89% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Hegarty Advisors, LLC has purchased 66 new stocks and bought additional shares in 40 stocks.Hegarty Advisors, LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard FTSE All-World ex-US ETF $20,075,988Vanguard S&P 500 ETF $18,166,663Vanguard Small-Cap Value ETF $11,370,414Strive 500 ETF $8,052,054Vanguard Mid-Cap Value ETF $7,540,431 Largest New Holdings this Quarter 808524581 - SCHWAB STRATEGIC TR $530,076 Holding30303M102 - Meta Platforms $229,882 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $214,993 Holding464287598 - iShares Russell 1000 Value ETF $201,567 Holding Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 27,149 shares (about $2.25M)Vanguard S&P 500 ETF 2,387 shares (about $1.67M)Vanguard Mid-Cap Value ETF 7,837 shares (about $1.53M)Vanguard Total Stock Market ETF 3,878 shares (about $1.45M)SPDR S&P 500 ETF Trust 1,587 shares (about $1.21M) Largest Sales this Quarter iShares Ultra Short-Term Bond Active ETF 7,178 shares (about $361.78K)Vanguard High Dividend Yield ETF 742 shares (about $115.16K)Vanguard FTSE Emerging Markets ETF 1,334 shares (about $79.12K)Vanguard Short-Term Inflation-Protected Securities ETF 1,302 shares (about $64.08K)Invesco Large Cap Value ETF 566 shares (about $43.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHegarty Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEUVanguard FTSE All-World ex-US ETF$20,075,988$2,252,551 ▲12.6%241,96712.4%ETFVOOVanguard S&P 500 ETF$18,166,663$1,672,923 ▲10.1%25,92111.2%ETFVBRVanguard Small-Cap Value ETF$11,370,414$980,726 ▲9.4%49,2167.0%ETFSTRVStrive 500 ETF$8,052,054$558,084 ▲7.4%163,3115.0%ETFVOEVanguard Mid-Cap Value ETF$7,540,431$1,532,371 ▲25.5%38,5644.7%ETFVONVVanguard Russell 1000 Value ETF$6,078,792$539,583 ▲9.7%55,9233.8%ETFVTVanguard Total World Stock ETF$5,825,978$31,570 ▼-0.5%36,9083.6%ETFQQQMInvesco NASDAQ 100 ETF$5,237,045$612,324 ▲13.2%17,1913.2%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$4,927,256$278,521 ▲6.0%44,7933.0%ETFRSPInvesco S&P 500 Equal Weight ETF$4,659,521$337,607 ▲7.8%22,4002.9%ETFVTIVanguard Total Stock Market ETF$4,551,864$1,451,297 ▲46.8%12,1632.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,096,739$557,025 ▲15.7%41,3482.5%ETFQQQInvesco QQQ$3,814,721$983,824 ▲34.8%5,1572.4%ETFSPYSPDR S&P 500 ETF Trust$3,795,173$1,210,398 ▲46.8%4,9762.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,709,754$93,704 ▲2.6%48,0232.3%ETFAMLPAlerian MLP ETF$3,613,058$478,708 ▲15.3%69,6562.2%ETFVTVVanguard Value ETF$3,013,255$1,045,327 ▲53.1%13,9461.9%ETFVEAVanguard FTSE Developed Markets ETF$2,859,049$910,580 ▲46.7%40,4911.8%ETFBNDVanguard Total Bond Market ETF$2,524,492$62,293 ▲2.5%35,9871.6%ETFVYMVanguard High Dividend Yield ETF$2,490,196$115,159 ▼-4.4%16,0451.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,477,436$64,084 ▼-2.5%50,3341.5%ETFAAPLApple$2,151,676$2,331 ▼-0.1%6,4611.3%TechnologyVWOVanguard FTSE Emerging Markets ETF$1,965,221$79,119 ▼-3.9%33,1351.2%ETFPFFDGlobal X U.S. Preferred ETF$1,925,236$99,229 ▲5.4%109,3881.2%ETFGLDMSPDR Gold MiniShares Trust$1,886,643$148,831 ▲8.6%22,9571.2%ETFVGSHVanguard Short-Term Treasury ETF$1,521,960$42,537 ▼-2.7%26,4410.9%ETFSIVRabrdn Physical Silver Shares ETF$1,399,957$80,405 ▲6.1%24,4280.9%ETFVBVanguard Small-Cap ETF$1,370,640$34,138 ▲2.6%4,8180.8%ETFDGROiShares Core Dividend Growth ETF$1,362,515$649,933 ▲91.2%18,0730.8%ETFVOVanguard Mid-Cap ETF$1,310,721$196,836 ▲17.7%16,7140.8%ETFVIGVanguard Dividend Appreciation ETF$1,142,822$265,990 ▲30.3%4,8980.7%ETFPDBAInvesco Agriculture Commodity Strategy No K-1 ETF$986,612$9,352 ▲1.0%26,2680.6%ETFSIMPLIFY EXCHANGE TRADED FUN$928,770$40,867 ▼-4.2%19,8630.6%MBS ETFVIOOVanguard S&P Small-Cap 600 ETF$926,674$86,923 ▲10.4%7,3240.6%ETFGSThe Goldman Sachs Group$881,4520.0%9790.5%FinanceMSFTMicrosoft$878,598$513 ▼-0.1%1,7130.5%TechnologyEA SERIES TRUST$771,709$21,095 ▲2.8%15,6210.5%STRIVE EMERGINGBRK.BBerkshire Hathaway$734,476$421,764 ▲134.9%1,4750.5%FinanceVGITVanguard Intermediate-Term Treasury ETF$694,260$397 ▼-0.1%12,2530.4%ETFVUGVanguard Growth ETF$679,860$90 ▲0.0%7,5450.4%ETFJPMJPMorgan Chase & Co.$622,9530.0%1,8830.4%FinanceICSHiShares Ultra Short-Term Bond Active ETF$607,637$361,780 ▼-37.3%12,0560.4%ETFXLEEnergy Select Sector SPDR Fund$573,505$55,967 ▲10.8%9,3250.4%ETFHYBBiShares BB Rated Corporate Bond ETF$555,234$63,670 ▲13.0%12,3220.3%ETFVPUVanguard Utilities ETF$540,340$169,626 ▲45.8%3,1600.3%ETFSCHWAB STRATEGIC TR$530,076$530,076 ▲New Holding5,2600.3%GOVT MONE MA ETFDIASPDR Dow Jones Industrial Average ETF Trust$515,982$2,033 ▲0.4%1,0150.3%ETFIVViShares Core S&P 500 ETF$495,4890.0%6470.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$432,311$1,175 ▲0.3%5,5210.3%ETFAMZNAmazon.com$425,548$34,632 ▼-7.5%1,7080.3%Consumer DiscretionaryPWVInvesco Large Cap Value ETF$372,467$43,182 ▼-10.4%4,8820.2%ETFNVDANVIDIA$363,0310.0%1,5900.2%TechnologyVAWVanguard Materials ETF$337,191$137,843 ▲69.1%1,5460.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$328,358$20,059 ▲6.5%14,5360.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$322,118$6,908 ▼-2.1%5,2690.2%ETFIWBiShares Russell 1000 ETF$311,6810.0%7490.2%ETFTIPiShares TIPS Bond ETF$292,164$4,890 ▲1.7%2,8080.2%ETFGOOGLAlphabet$261,501$27,526 ▲11.8%7600.2%Communication ServicesPTNQPacer Trendpilot 100 ETF$243,6670.0%2,7320.2%ETFMETAMeta Platforms$229,882$229,882 ▲New Holding3170.1%Communication ServicesEXXONMOBIL HOLDINGS CORP$214,993$214,993 ▲New Holding1,3210.1%COM SHSEEMiShares MSCI Emerging Markets ETF$213,7280.0%3,2000.1%ETFGOOGAlphabet$204,7850.0%6010.1%Communication ServicesIWDiShares Russell 1000 Value ETF$201,567$201,567 ▲New Holding8130.1%ETFPFFiShares Preferred and Income Securities ETF$200,714$2,802 ▲1.4%6,8040.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$294,699 ▼-100.0%00.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$0$227,828 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$216,119 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$211,675 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$204,750 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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